Beacon Harbor Wealth Advisors’s Marsh & McLennan MMC Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio MMC Stock Details MMC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$4.65M	Buy
2022 Q1	–	Sell
2021 Q4	$5.12M	Buy
2021 Q3	$4.38M	Buy